Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert E. Montavon is a financial professional with over 23 years of experience in the industry. Robert is currently registered with Newedge Advisors, LLC. Robert has been with Newedge Advisors since November 2021 and is also registered with UBS Financial Services Inc. and Edward Jones in the past. Robert holds Series 7, 63, 65, and SIE licenses and is registered in 13 states. Robert is a financial consultant at Newedge Advisors and manages client accounts. Robert provides financial planning, pension consulting, and selection of other advisors to individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
LA
11/01/2021 - Present
Newedge Advisors (NEW ORLEANS LA)
OH
04/05/2002 - 12/10/2009
UBS FINANCIAL SERVICES INC. (CENTERVILLE OH)
MO
07/07/1999 - 04/09/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 03/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Robert Montavon is the right advisor for you? Invested Better is here to help.
